Keeping it simple

Keeping it simple

I’ve had some very interesting discussions recently, with clients, potential clients and fellow professionals and more often than not, keeping things simple is the answer. The world of finance, like many industries is awash with jargon, acronyms and long words. Most...
Are you proud of your job?

Are you proud of your job?

I spoke this week to a business coach whom I have known for over a year and speak to occasionally. I found myself talking about how in the past I have steered conversations away from the dreaded ‘what do you do for a living?’ question. Being a financial planner, I...
Perception vs reality

Perception vs reality

I have been fortunate enough to recently join WKM Wealth Ltd, as their Operations Manager. Now in my second month with the business I take time to reflect upon how accurate my perceptions of this new world I entered were. For the past 18 years I have been in sales...
The US presidential election

The US presidential election

At the time of writing, three days after the US election we don’t know who the victor will be.  The election has showed the deep divide in the US highlighted by two very different characters, resulting in different ways of thinking, governance and ultimately, way of...